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FocusVision Knowledge Base

Community Manager

Overview

You can use the Community Manager to create and modify the website that your respondents will interact with. They will only have access to whatever information you decide to publish, take surveys, and see any currently available surveys along with any surveys they have already completed.

You will also be able to modify community settings such as new web pages, widgets, components, headers and footers, and your community's theme.

1:  Creating a Community

The Community Manager menu will only be available for existing communities. To create a new community, select "Community Manager’ from underneath the "Panel Functions" menu:
 

Click on "New Community" and a new window will appear for you to get started:

The New Community window allows you to add a new community to your panel. Each panel may have more than one community assigned to it. The following fields are required to create a new community:

  • Community name: The community name, used only for internal references.
  • Point admin: The admin user responsible for confirm point redemption requests. This settings is used to notify rewards administrator when new points redemptions are available.
  • Initial points: Initial points awarded to panelist when they sign up to this community..
  • Pref Msg Type: Control preferred message delivery media for community based communications such as reset password, confirm initial registration etc.. Can be set to one of the following:
    • E-mail - Sends a standard HTML E-mail message.
    • SMS - Sends a simplified text only message via SMS text messaging services.
    • Both - Sends a message via both E-mail and SMS text messaging.
    • Auto - Sends a message based on the device the panelist is visiting the community with.
  • Create standard portal pages automatically for me:
    • Yes - Selecting yes will create standard default pages, articles, menus and theme. The provides a base line community for you to expand on and customize.
    • No - Selecting no will create an empty community. All pages, articles, menus and themes will have to be created manually.
  • Default theme: The default theme drop down allows you to preselect a default theme. This option is only available if you chose Yes for Create standard community pages automatically for me. Otherwise no default theme is created. The theme selected here can be changed later.

Once you are satisfied with your settings, click 'Create" to create a new community, and you will see the following message:

Your Portal has now been created!

You can continue by adding content and customizing the settings to your needs (by clicking the  icon).

2:  Managing a Community

There is also a variety of community management options available within pre-configured menus on the Community Manager page. See below for a brief description of each menu. If desired, you may click on any menu name to view more information.

2.1:  Overview 

The Overview page provides a general overview information for the community's statistics and status.

2.2:  Themes 

The Themes page provides a way to create, edit, switch and delete themes for your community. When a community is first created, a default theme is automatically created and set for the community. 

2.3:  Headers and Footers

The Headers and Footers page allows you to create a variety of headers and footers for your community pages.

2.4:  Banners 

The Banners page allows you to create stylized banners that will appear at the top of your community pages.

2.5:  Widgets 

The Widgets page allows you to create widgets to show supplementary information on the side of a community page. 

2.6:  Components 

The Components page allows you to create a module as the main content of a page, such as an article or a contact form. 

2.7:  Available pages  

The Available pages menu provides a listing of all community pages, and allows you to create or edit pages as desired.

2.8:  Menu builder  

The Menu builder page allows you to create a menu to navigate the various pages that exist in your community. 

2.9:  Information pages 

The Information pages menu allows you to edit the landing pages that panelists may see when clicking on survey invitations, or opt-in, opt-out, and password reset emails. 

2.10:  Email and SMS Communications  

The Email and SMS Communications menu shows the email and SMS messages used by Kinesis Panel™ to inform community members when certain actions are requested by the panelists. 

2.11:  Conditional Content

The Conditional Content editor allows users to reference panel datapoints and session details to conditionally show menu items, pages, widgets, and quick polls. 

2.12:  Language Manager

You can add additional languages through the the Language Manager. This function enables you to import and export all localized objects in the panel by using XML files. To do so, you can download the existing English "Master Language" for translation.

3: Technical Considerations

  • The Community Manager is accessible across devices and most major browsers. Click here for more information on Kinesis browser functionality.
  • When a user visits a Community, they are assigned a single session cookie. This cookie is used to identify them across all Community pages and is essential for allowing panelists to log in. For security purposes, the data stored in the cookie is encrypted and the cookie itself will be cleaned up by browsers once they are closed.
  • Community session length is limited by cookie to one hour of inactivity, after which time a user has to log in again.
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